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Portfolio (Quarterly) Guide ↗

NATIXIS

· CIK 0001274981
13F Portfolio $28.2B AUM 1,112 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1110 New
Page 22 of 56  ·  1,110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 LIBERTY GLOBAL LTD 546,554.0 $6.1M 0.02% NEW $11.14
422 NUE NUCOR CORP Basic Materials 37,196.0 $6.1M 0.02% NEW $163.11 +35.3%
423 PLAY DAVE & BUSTERS ENTMT INC Communication Services 374,000.0 $6.1M 0.02% NEW $16.21 -31.9%
424 WTRG ESSENTIAL UTILS INC Utilities 156,989.0 $6.0M 0.02% NEW $38.36 +2.7%
425 CM CANADIAN IMPERIAL BANK OF CO Financial Services 65,997.0 $6.0M 0.02% NEW $90.61 +25.7%
426 EXR EXTRA SPACE STORAGE INC Real Estate 45,684.0 $5.9M 0.02% NEW $130.22 +14.6%
427 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 102,206.0 $5.9M 0.02% NEW $57.49 +33.6%
428 PRU PRUDENTIAL FINL INC Financial Services 51,096.0 $5.8M 0.02% NEW $112.88 +0.1%
429 TRP TC ENERGY CORP Energy 104,291.0 $5.7M 0.02% NEW $55.01 +20.8%
430 WAT WATERS CORP Healthcare 15,001.0 $5.7M 0.02% NEW $379.83 -0.1%
431 HOOD ROBINHOOD MKTS INC Financial Services 50,347.0 $5.7M 0.02% NEW $113.10 -0.3%
432 EXPE EXPEDIA GROUP INC Consumer Cyclical 20,088.0 $5.7M 0.02% NEW $283.31 -5.2%
433 SNOW SNOWFLAKE INC Technology 25,666.0 $5.6M 0.02% NEW $219.36 +18.6%
434 ODFL OLD DOMINION FREIGHT LINE IN Industrials 35,794.0 $5.6M 0.02% NEW $156.80 +38.8%
435 FDX FEDEX CORP Industrials 19,405.0 $5.6M 0.02% NEW $288.86 +8.4%
436 AVY AVERY DENNISON CORP Industrials 30,602.0 $5.6M 0.02% NEW $181.88 -8.2%
437 RJF RAYMOND JAMES FINL INC Financial Services 34,525.0 $5.5M 0.02% NEW $160.59 +1.3%
438 GFS GLOBALFOUNDRIES INC Technology 158,178.0 $5.5M 0.02% NEW $34.92 +100.0%
439 BBY BEST BUY INC Consumer Cyclical 82,437.0 $5.5M 0.02% NEW $66.93 +16.5%
440 MANH MANHATTAN ASSOCIATES INC Technology 31,816.0 $5.5M 0.02% NEW $173.31 -12.8%
Page 22 of 56  ·  1,110 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 27.4%
Financial Services 17.0%
Consumer Cyclical 10.9%
Communication Services 9.6%
Healthcare 9.3%
Industrials 7.8%
Real Estate 5.2%
Energy 5.1%
Consumer Defensive 4.3%
Basic Materials 2.2%